Saturday, August 5, 2017

Why Whole Foods Is Saving Amazon—Not the Other Way Around

I enjoyed this article because it's an insightful explanation of why Whole Foods' brick and mortar presence is so valuable to an online company like Amazon.  With the vast majority of retail sales still occurring in physical stores, it's critical for online retailers to understand the physical in addition to the digital.  They are related but different animals.  The data and experience from each will be exponentially valuable to Amazon in the long run because both forms will be needed.  Physical stores aren't going away.  Retail is simply evolving. 

Let me know what you think.  Thanks. 

ThirdChannel Article

Wednesday, June 14, 2017

Wednesday, June 7, 2017

Box & Junior Box Tenants are Back-Filling Space

This article is simply a pragmatic view of the vacancies in the retail world, who's failing, and who is backfilling those empty spaces.  Some very good basic statistics are provided, including a chart which concurrently shows, space supply, demand and vacancy. 

CoStar Article

Monday, May 8, 2017

JAB Buying Panera Bread

JAB has a controlling interest in Krispy Kreme and ownership interest in Keurig Green Mountain, Peet's Coffee & Tea, Caribou Coffee, and Einstein Bagels.

Forbes.com Article

USA Today Article